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Our financial advice team


Cris Jacobs, Associate Financial Advisor serving the Simsbury, CT area - Ameriprise Advisors

Cris Jacobs

Associate Financial Advisor

King Wealth Solutions
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Insurance
  • Investment Management

Education

  • Duke University, BA, Economics and Psychology
  • Tuck School of Business at Dartmouth, MBA

Awards & recognition

  • King Wealth Solutions, Ameriprise Client Experience Award, 2022

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Light Source Center, a meditation school in West Hartford

Interests

Spending time with my family, now including my young grandson, Sam

Meditation and life coaching

Reading Tom Clancy novels

Working in my yard while my rescue golden-chow, Riley, watches

Skiing, mostly still taking lessons from my son, Stephen